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Dec 26, 2012
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there's been a lot of issues around the government. i think the instakt around the government and people's predicting how long it will take to push back reforms has impacted the market quite a bit. i think one thing under the surface in india and china that all investors need to be aware of is the fact that corporate debt is now really building up to almost unhealthy levels. and i would keep an eye on where corporate debt levels are in companies investing in. >> when i was a corporate analyst in india tracking markets, technology was considered the engine of growth for the country and one of the bright spots for the market. is technology still one of the areas you are tell clients to invest in in india, or what are the sectors you're looking at? >> i think there's two sectors whether you look at india, china, or asia. there's two sectors we like. it's technology, as you said. i think that's one that -- it's a bright gem. you know, it went from, in india, from a bpo outsourcing business and has grown to an innovation business where bran
there's been a lot of issues around the government. i think the instakt around the government and people's predicting how long it will take to push back reforms has impacted the market quite a bit. i think one thing under the surface in india and china that all investors need to be aware of is the fact that corporate debt is now really building up to almost unhealthy levels. and i would keep an eye on where corporate debt levels are in companies investing in. >> when i was a corporate...
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Dec 27, 2012
12/12
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government. >> so true. we also can look at the difference and say, well, maybe holiday discretionary spending wasn't as strong, but retail spending generally held up okay. maybe not the best sign tore some of the retailers, back up not a reason to completely lose faith in the u.s. consumer. we should point out this disparity we've seen where capital spending, goods for new capital orders have been weak and retail sales have been relatively strong. labor income has held up okay. frankly, when you look at 2013, the outlook for that to continue looks recently good. >> well, sure. and the other thing we'll look forward to is the number on jobless claims. they were back to their prehurricane level suggesting that the labor market hasn't fallen out of bed. there will be an interesting announcement coming out of the irs sometime between now and the end of the year which will be very important. they're going to give guidance to employers on what will be the tax withholding rates for 2013. under the laws, those with
government. >> so true. we also can look at the difference and say, well, maybe holiday discretionary spending wasn't as strong, but retail spending generally held up okay. maybe not the best sign tore some of the retailers, back up not a reason to completely lose faith in the u.s. consumer. we should point out this disparity we've seen where capital spending, goods for new capital orders have been weak and retail sales have been relatively strong. labor income has held up okay. frankly,...
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Dec 24, 2012
12/12
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no government can boast of having done so. the reforms that i haven't completed are the judicial, fiscal and political reforms. it is a mess, the use of the money that the publioliticians . these are the things that have rightly taken italians away from this political class and the policy. there are other reforms in our agenda. we will succeed if one can make the country able to compete with other western democracies. all this will be possible only if we will set the instrument of government that i mentioned before. >> and that was the former italian prime minister sylvia berlusconi speaking to andrea cabrini. with christmas less than a day away, parents everywhere have been facing the daunting task of buying their children presents. i bought presents for a 4-year-old and a 7-year-old boy. i had no clue what i was doing. >> so brave going into a store before christmas to buy children's presents. >> it was fantastic. they're friends' boys, but we made paper planes from like 6:00 a.m. in the morning throughout the day. >> i'm he
no government can boast of having done so. the reforms that i haven't completed are the judicial, fiscal and political reforms. it is a mess, the use of the money that the publioliticians . these are the things that have rightly taken italians away from this political class and the policy. there are other reforms in our agenda. we will succeed if one can make the country able to compete with other western democracies. all this will be possible only if we will set the instrument of government...
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Dec 31, 2012
12/12
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to govern, i'm a pretty practical guy. and i just want to make sure that things work and one of the nice things about never having another election again, i will never campaign again, is, you know, i think you can rest assured that all i care about is making sure that i leave mind an america that is more stable, more secure than it was when i came into office and that's going to continue to drive me. and i think that the sh we're dealing with right now in the fiscal cliff is a prime example of it. what i'm arguing for are maintaining tax cuts for 98% of americans. i don't think anybody would consider that some liberal, left wing agenda. it used to be considered a mainstream agenda. and it's something we can accomplish today if we simply allow for a vote in the senate and in the house to get it done. the fact that it's not happening is ancation of, you know, how far certain factions inside the republican party have gone where they can't even accept what used to be centrist mainstream positions on these issues. i'm an optimi
to govern, i'm a pretty practical guy. and i just want to make sure that things work and one of the nice things about never having another election again, i will never campaign again, is, you know, i think you can rest assured that all i care about is making sure that i leave mind an america that is more stable, more secure than it was when i came into office and that's going to continue to drive me. and i think that the sh we're dealing with right now in the fiscal cliff is a prime example of...
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Dec 28, 2012
12/12
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government bonds still have a role. government bonds with credit on top if you like. so we were one of the first private banks to buy ultra long corporate bonds normally held by pension funds reflecting the fact that you have above average risk premiums and potential risk correlation. so that's attractive. an area that's really suffered, ctas. >> ctas? >> ctas really suffered. >> what are ctas? >> commodity trading advisers is what they're short of. it's a style of hedge fund management and it did very well in '08 and '01 or '2. they've struggled for a couple of years. but still importantly they still have a negative correlation. >> i'm just wondering what happens with the cliff impact on gold. you know, if we find the cliff solution, if we find a mediocre solution, if we find no solution, are we going to see a huge swing in the price of gold? >> well, gold has a safe haven role. it has had a safe haven role just like other assets that you mentioned that could be hemgs against equity movements such as these safe haven bonds such as german ones, u.s. ones, maybe japane
government bonds still have a role. government bonds with credit on top if you like. so we were one of the first private banks to buy ultra long corporate bonds normally held by pension funds reflecting the fact that you have above average risk premiums and potential risk correlation. so that's attractive. an area that's really suffered, ctas. >> ctas? >> ctas really suffered. >> what are ctas? >> commodity trading advisers is what they're short of. it's a style of hedge...